Plan Ledger DOL Form 5500 · updated monthly

Sweda Company LLC401(k)

SWEDA COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN DIMAS, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Sweda Company LLC reported $24,365 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,209th of 9,483), and 11,515th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$267,794
Participants with balances30
Active participants185
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$8,926
Benefits paid to participants$7,858,324
Plan auditUnmodified (clean) audit opinion
AuditorJONES SIMKINS LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,869
Investment management$6,496
Total administrative$24,365
The Sweda Company LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Sweda Company LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,365 · 0.54%
Similar plansProfessional & Technical Services · California
Land Ocean Inc CA$353K · 2.35%
Vtr, Inc. CA$301K · 0.86%
First to Serve CA$280K · 1.55%
Kmb Concepts LLC CA$262K · 0.43%
Arm Management Inc CA$248K · 1.85%
Diamond Peo, LLC CA$248K · 14.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954603872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.